Rialto Wealth Management, LLC
SYRACUSE NY · SEC CIK 0002054966
$4.45亿2026Q1 申报市值
1,730持仓数
45.0%前十大占比 · 第一大 7.6%
101 / 57新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVDV 加仓+$533.04万
VTI 加仓+$286.94万
AN 加仓+$192.80万
AVMV 加仓+$190.33万
VANGUARD NY TAX 加仓+$189.42万
2026Q1 卖出最多 按季末市值估算
SCHC 减仓-$180.36万
DISV 减仓-$115.84万
SPIB 减仓-$93.50万
VO 减仓-$69.73万
SCZ 减仓-$66.73万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FHLC | FIDELITY COVINGTON TRUST | $3.40万 | 0.01% | 483 | -339 | -41.2% | -$2.39万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $3.45万 | 0.01% | 351 | 321 | 1,070.0% | $3.16万 | 加仓 |
| GOVT | ISHARES TR | $3.50万 | 0.01% | 1,526 | -2,249 | -59.6% | -$5.15万 | 减仓 |
| PFE | PFIZER INC | $3.56万 | 0.01% | 1,266 | 97 | 8.3% | $2,724 | 加仓 |
| SPAB | SPDR SERIES TRUST | $3.58万 | 0.01% | 1,399 | -73 | -5.0% | -$1,870 | 减仓 |
| COP | CONOCOPHILLIPS | $3.64万 | 0.01% | 276 | 172 | 165.4% | $2.27万 | 加仓 |
| ADI | ANALOG DEVICES INC | $3.66万 | 0.01% | 115 | 5 | 4.5% | $1,591 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $3.68万 | 0.01% | 566 | 304 | 116.0% | $1.98万 | 加仓 |
| KLAC | KLA CORP | $3.68万 | 0.01% | 25 | 2 | 8.7% | $2,945 | 加仓 |
| IWR | ISHARES TR | $3.69万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $3.69万 | 0.01% | 667 | -1,090 | -62.0% | -$6.03万 | 重新持有 |
| PICK | ISHARES INC | $3.79万 | 0.01% | 669 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3.84万 | 0.01% | 86 | 83 | 2,766.7% | $3.71万 | 加仓 |
| ALB | ALBEMARLE CORP | $3.88万 | 0.01% | 216 | 112 | 107.7% | $2.01万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.92万 | 0.01% | 193 | 21 | 12.2% | $4,267 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $3.95万 | 0.01% | 228 | 5 | 2.2% | $867 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $3.97万 | 0.01% | 191 | 6 | 3.2% | $1,249 | 加仓 |
| PGR | PROGRESSIVE CORP | $3.98万 | 0.01% | 201 | 8 | 4.1% | $1,586 | 加仓 |
| DEO | DIAGEO PLC | $4.09万 | 0.01% | 550 | -15 | -2.7% | -$1,117 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $4.10万 | 0.01% | 970 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $4.16万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4.18万 | 0.01% | 690 | 41 | 6.3% | $2,487 | 加仓 |
| ITT | ITT INC | $4.21万 | 0.01% | 221 | 10 | 4.7% | $1,905 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $4.23万 | 0.01% | 338 | -13 | -3.7% | -$1,627 | 减仓 |
| FISV | FISERV INC | $4.33万 | 0.01% | 776 | 668 | 618.5% | $3.73万 | 重新持有 |
| IDXX | IDEXX LABS INC | $4.38万 | 0.01% | 78 | 1 | 1.3% | $562 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $4.45万 | 0.01% | 1,082 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $4.51万 | 0.01% | 567 | 90 | 18.9% | $7,165 | 加仓 |
| CAT | CATERPILLAR INC | $4.53万 | 0.01% | 64 | 8 | 14.3% | $5,668 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4.56万 | 0.01% | 1,927 | 11 | 0.6% | $260 | 加仓 |
| BAC | BANK AMERICA CORP | $4.58万 | 0.01% | 940 | 195 | 26.2% | $9,503 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $4.59万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $4.74万 | 0.01% | 239 | -5 | -2.0% | -$991 | 减仓 |
| APH | AMPHENOL CORP | $4.78万 | 0.01% | 378 | 113 | 42.6% | $1.43万 | 加仓 |
| ESGD | ISHARES TR | $4.79万 | 0.01% | 501 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $4.80万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $4.83万 | 0.01% | 257 | 2 | 0.8% | $376 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $4.95万 | 0.01% | 2,212 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $5.06万 | 0.01% | 382 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $5.20万 | 0.01% | 775 | 9 | 1.2% | $604 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $5.28万 | 0.01% | 203 | -24 | -10.6% | -$6,247 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $5.43万 | 0.01% | 1,483 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $5.43万 | 0.01% | 692 | 11 | 1.6% | $863 | 加仓 |
| TE | T1 ENERGY INC | $5.46万 | 0.01% | 12,439 | 11,976 | 2,586.6% | $5.26万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $5.49万 | 0.01% | 349 | 7 | 2.0% | $1,101 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $5.51万 | 0.01% | 11,411 | -8 | -0.1% | -$39 | 减仓 |
| KKR | KKR & CO INC | $5.61万 | 0.01% | 606 | 1 | 0.2% | $92 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $5.82万 | 0.01% | 950 | 102 | 12.0% | $6,249 | 加仓 |
| SSNC | SS&C TECH HLDGS | $5.87万 | 0.01% | 868 | -12 | -1.4% | -$811 | 减仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $5.93万 | 0.01% | 3,305 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5.93万 | 0.01% | 245 | -49 | -16.7% | -$1.19万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $5.96万 | 0.01% | 431 | -17 | -3.8% | -$2,351 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $6.02万 | 0.01% | 199 | 23 | 13.1% | $6,957 | 加仓 |
| CVNA | CARVANA CO | $6.10万 | 0.01% | 194 | 34 | 21.2% | $1.07万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $6.13万 | 0.01% | 1,082 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $6.14万 | 0.01% | 479 | -150 | -23.8% | -$1.92万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $6.16万 | 0.01% | 5,111 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $6.17万 | 0.01% | 228 | 48 | 26.7% | $1.30万 | 加仓 |
| PKG | PACKAGING CORP AMER | $6.18万 | 0.01% | 291 | 5 | 1.7% | $1,061 | 加仓 |
| — | DBX ETF TR | $6.21万 | 0.01% | 1,557 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $6.32万 | 0.01% | 116 | 111 | 2,220.0% | $6.05万 | 加仓 |
| IYR | ISHARES TR | $6.36万 | 0.01% | 673 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $6.42万 | 0.01% | 1,009 | 315 | 45.4% | $2.00万 | 加仓 |
| GLW | CORNING INC | $6.43万 | 0.01% | 473 | 29 | 6.5% | $3,943 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6.48万 | 0.01% | 1,763 | -224 | -11.3% | -$8,234 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $6.54万 | 0.01% | 395 | 207 | 110.1% | $3.43万 | 加仓 |
| ACWI | ISHARES TR | $6.92万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $6.95万 | 0.02% | 3,464 | 40 | 1.2% | $802 | 加仓 |
| ORCL | ORACLE CORP | $7.08万 | 0.02% | 481 | 8 | 1.7% | $1,177 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $7.18万 | 0.02% | 2,340 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $7.27万 | 0.02% | 938 | 212 | 29.2% | $1.64万 | 加仓 |
| MPC | MARATHON PETE CORP | $7.28万 | 0.02% | 298 | 68 | 29.6% | $1.66万 | 加仓 |
| — | RBB FUND TRUST | $7.30万 | 0.02% | 5,320 | 1,217 | 29.7% | $1.67万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $7.35万 | 0.02% | 1,034 | 5 | 0.5% | $355 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $7.43万 | 0.02% | 2,792 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $7.48万 | 0.02% | 619 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $7.62万 | 0.02% | 1,432 | 0 | 0.0% | — | 不变 |
| NBTB | NBT BANCORP INC | $7.79万 | 0.02% | 1,830 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $7.80万 | 0.02% | 1,665 | 0 | 0.0% | — | 不变 |
| EWX | SPDR INDEX SHS FDS | $7.80万 | 0.02% | 1,180 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $7.84万 | 0.02% | 211 | -75 | -26.2% | -$2.79万 | 减仓 |
| EIS | ISHARES INC | $7.84万 | 0.02% | 676 | 676 | — | $7.84万 | 新建仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $7.89万 | 0.02% | 1,175 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $7.91万 | 0.02% | 1,231 | 106 | 9.4% | $6,807 | 加仓 |
| COO | COOPER COS INC | $7.97万 | 0.02% | 1,115 | 283 | 34.0% | $2.02万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $8.04万 | 0.02% | 2,611 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $8.12万 | 0.02% | 1,046 | 31 | 3.1% | $2,405 | 加仓 |
| TLN | TALEN ENERGY CORP | $8.24万 | 0.02% | 258 | 249 | 2,766.7% | $7.95万 | 加仓 |
| GSAT | GLOBALSTAR INC | $8.30万 | 0.02% | 1,249 | 3 | 0.2% | $199 | 加仓 |
| TIP | ISHARES TR | $8.43万 | 0.02% | 764 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $8.47万 | 0.02% | 2,002 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $8.52万 | 0.02% | 966 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $8.57万 | 0.02% | 2,955 | 160 | 5.7% | $4,638 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $8.61万 | 0.02% | 2,038 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $8.80万 | 0.02% | 551 | 168 | 43.9% | $2.68万 | 加仓 |
| HSY | HERSHEY CO | $8.84万 | 0.02% | 425 | 5 | 1.2% | $1,039 | 加仓 |
| IJK | ISHARES TR | $8.85万 | 0.02% | 880 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $8.95万 | 0.02% | 148 | 3 | 2.1% | $1,813 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9.17万 | 0.02% | 1,737 | 14 | 0.8% | $739 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $9.23万 | 0.02% | 318 | 9 | 2.9% | $2,613 | 加仓 |